EWA
EverSource Wealth Advisors’s Target TGT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $92.7K | Sell |
941
-318
| -25% | -$31.3K | ﹤0.01% | 1245 |
|
|
2025
Q1 | $131K | Buy |
1,259
+6
| +0.5% | +$626 | 0.01% | 811 |
|
|
2024
Q4 | $169K | Sell |
1,253
-291
| -19% | -$39.3K | 0.01% | 714 |
|
|
2024
Q3 | $241K | Sell |
1,544
-122
| -7% | -$19K | 0.02% | 501 |
|
|
2024
Q2 | $251K | Buy |
1,666
+33
| +2% | +$4.96K | 0.02% | 487 |
|
|
2024
Q1 | $263K | Buy |
1,633
+118
| +8% | +$19K | 0.02% | 415 |
|
|
2023
Q4 | $216K | Sell |
1,515
-710
| -32% | -$101K | 0.02% | 416 |
|
|
2023
Q3 | $246K | Buy |
2,225
+1,308
| +143% | +$145K | 0.03% | 356 |
|
|
2023
Q2 | $121K | Sell |
917
-15,184
| -94% | -$2M | 0.01% | 516 |
|
|
2023
Q1 | $2.67M | Sell |
16,101
-369
| -2% | -$61.1K | 0.33% | 77 |
|
|
2022
Q4 | $2.45M | Buy |
16,470
+15,779
| +2,284% | +$2.35M | 0.37% | 67 |
|
|
2022
Q3 | $103K | Sell |
691
-25
| -3% | -$3.73K | 0.02% | 425 |
|
|
2022
Q2 | $102K | Buy |
716
+496
| +225% | +$70.7K | 0.03% | 371 |
|
|
2022
Q1 | $47K | Buy |
220
+100
| +83% | +$21.4K | 0.01% | 481 |
|
|
2021
Q4 | $28K | Buy |
+120
| New | +$28K | 0.01% | 561 |
|